Business Details
About
Financial PlannerFinancial PlanningFinancial ConsultantInvestment ServiceStock Broker
Stockman Wealth Management (SWM) was established in 2002 as a sister company to Stockman Bank and Stockman Insurance – all owned by Stockman Financial Corp.
SWM is a SEC Registered Investment Advisor. We operate under a fiduciary standard, engaging in fee-based discretionary investment management for private individuals, charities, non-profit organizations, trusts, profit sharing plans, corporations, banks, and municipal government entities.
At Stockman Wealth Management, our focus is to help our clients achieve their unique financial goals, and our service model is built with client relationships as the foundation.
Location
Hours
Frequently Asked Questions About Stockman Wealth Management
What services does Stockman Wealth Management offer?
Stockman Wealth Management offers investment advisory, financial planning, retirement planning, cash management, taxable accounts, IRAs, and services for non-profits.
What types of products can I invest in through Stockman Wealth Management?
You can invest in stocks, bonds, equities, and receive investment portfolio management and income strategies.
What are the business hours of Stockman Wealth Management?
Stockman Wealth Management is open Monday through Thursday from 9:00 AM to 4:00 PM, and on Friday from 9:00 AM to 5:00 PM. It is closed on Saturdays and Sundays.
Where is Stockman Wealth Management located?
It is located at 25 5th Street N, Great Falls, MT 59401, USA.
How can I contact Stockman Wealth Management?
You can contact them by phone at +1 406-771-2333 or via email at gfdntnservice@stockmanbank.com.
Is Stockman Wealth Management affiliated with any bank or insurance company?
Yes, it is a sister company to Stockman Bank and Stockman Insurance, all owned by Stockman Financial Corp.
Can I visit other Stockman-related services nearby?
Yes, nearby you will find Stockman Insurance Great Falls Downtown and Stockman Bank, making it convenient for various financial and insurance needs.
Are there banking services near Stockman Wealth Management?
Yes, multiple banks including Stockman Bank and Clearwater Credit Union are nearby, which may be helpful for your banking needs related to wealth management.
What local dining options are available near Stockman Wealth Management?
Nearby dining options include Crooked Tree Coffee Downtown, Luna Coffee Bar, Fire Artisan Pizza, and Great Harvest Bread Co., ideal for coffee or meals before or after your visit.
Does Stockman Wealth Management provide investment advice under a fiduciary standard?
Yes, they operate as a SEC Registered Investment Advisor under a fiduciary standard, ensuring they act in the best interest of their clients.